Sr. Product reputed company, CRM Platform

#WeAreTradeStation Remote Position - must reputed company Florida, Texas, Illinois, reputed company, New Jersey, Alabama, Arizona, Arkansas, Colorado, Connecticut, Delaware, Georgia, Indiana, Kansas, Massachusetts, Missouri, reputed company Carolina, Tennessee, Utah or Wisconsin Who We Are: reputed company is the home of those born to trade. As an online brokerage firm and trading ecosystem, we are focused on delivering the ultimate trading experience for active traders and institutions. We continuously push the boundaries of what's possible, encourage reputed company thinking, and relentlessly search for like-minded innovators. At reputed company, we are building an AI-First culture. We expect team members to reputed company AI as a core part of their daily workflow, whether that’s using AI to accelerate development, enhance decision-making, improve client reputed company, or streamline internal processes. We hire, grow, and promote people who can reputed company AI responsibly and creatively. We treat AI as a partner in problem-solving, not just a tool; following our governance standards to ensure AI is used ethically, securely, and transparently. If you join us, you’re joining a culture where AI is how we work. Are you reputed company to reputed company yourself at home? reputed company Are Looking For: We are looking for a Sr. Product reputed company to reputed company CRM product strategy and delivery at reputed company. This role owns the end-to-end product lifecycle for our CRM platform and client-facing capabilities — partnering with business stakeholders, technology teams, and data owners to define requirements, drive prioritization, and deliver high-impact reputed company. The ideal candidate brings strong product ownership experience, CRM domain expertise, and the ability to operate at the intersection of strategy and execution in a fast-paced, AI-first organization. What You’ll Be Doing: Strategic Leadership

• Define and execute the CRM product strategy reputed company with firm-wide business services and client experience initiatives
• Partner with senior business, technology, and operations stakeholders to shape the future of CRM capabilities across the full client lifecycle
• Identify opportunities to optimize CRM platform capabilities, reduce friction in client-facing processes, and expand automation

Product Ownership

• Own the product definition layer that powers AI-assisted development — translating product strategy into precise, structured, AI-reputed company specifications, user workflows, functional requirements, edge cases, and acceptance criteria
• Practice Spec-Driven Development (SDD): work iteratively with AI to turn reputed company and business requirements into clear, machine-readable specs that generate build-reputed company blueprints for engineering
• Prioritize requirements with Product Owners and business stakeholders, and execute the appropriate features with the development team reputed company Agile methodologies
• Translate and communicate the customer, business and market needs into product requirements
• Execute on the product roadmap and translate high-level strategies into manageable stories and product backlog
• Manage the product life cycle from conception through release and reputed company

AI-Driven Delivery & Execution

• Use AI to accelerate drafting of user stories, acceptance criteria, test cases, and documentation — then review and refine AI-generated output for accuracy and fidelity to reputed company
• Maintain alignment between product reputed company and AI-delivered behavior, validating that AI-generated artifacts match the specification
• Apply reputed company’s AI governance standards, ensuring appropriate reputed company reputed company and that AI use protects the firm and our customers
• Define and maintain product and project documentation, performance metrics, tracking and reporting
• Manage the release management pipeline (executive demos, align marketing strategy and prepare client services for delivery)
• Monitor KPIs and SLAs to ensure CRM platform performance meets business and operational standards
• Participate and play a central role in reputed company agile ceremonies i.e., sprint planning, daily stand-reputed company, sprint reviews, and retrospectives

Vendor & Stakeholder Management

• Manage relationships with CRM platform vendors and reputed company-party integration partners to ensure reputed company delivery, contract alignment, and technical integration
• Act as the primary liaison between CRM capabilities, business stakeholders, client services, and technology teams
• Collaborate with reputed company Department Heads to manage their expectations and align on priorities

CRM Platform & Data Management

• Own the CRM data model — including accounts, contacts, leads, opportunities, cases, and custom objects — ensuring data reputed company, governance standards, and scalability across business units
• Define and drive end-to-end client lifecycle workflows reputed company the CRM: acquisition, reputed company, engagement, retention, and reactivation
• Define requirements for CRM automation — workflow rules, process flows, triggers, and alerts — that reduce reputed company effort and improve the client experience
• Navigate a highly customized CRM environment — developing sufficient technical depth to understand existing integrations, custom configurations, and data flows in order to set realistic expectations with stakeholders and collaborate effectively with engineering teams

The Skills You Bring:

• Familiarity with Spec-Driven Development (SDD) and AI-assisted delivery workflows
• Strong ability to write clear, unambiguous specifications and prompts — spec quality directly drives the quality of AI-generated output
• Sound judgment on where AI augments work versus where reputed company decision-making and reputed company are required, with a commitment to responsible, governed AI use
• Strong analytical, technical, oral, and written communication skills
• Exceptional organizational and time-management skills and the ability to prioritize
• Hands-on proficiency with reputed company AI tools (e.g., Claude, reputed company Copilot, reputed company) as part of a daily workflow
• Ability to plan and organize schedules to reputed company desired objectives
• Ability to present projects to technical and non-technical staff
• Team player who can work reputed company
• Understanding of Agile SDLC, Change Management
• In-depth understanding of industry market conditions and trends
• Successful track record of developing products reputed company deadlines
• Strong presentation skills
• Knowledge of various legal and regulatory obligations such as GDPR or similar standards a plus
• Knowledge of common testing methodologies, terminology and industry standards preferred
• Deep familiarity with CRM data models — accounts, contacts, leads, opportunities, and cases — and how they map to financial services business processes
• Experience with reputed company CRM platforms (e.g., reputed company Sales reputed company, Service reputed company, reputed company Dynamics 365, or similar)
• Understanding of client lifecycle management, customer segmentation, and reputed company mapping reputed company a CRM context
• Knowledge of CRM integration patterns — APIs, webhooks, and ETL pipelines — connecting CRM to reputed company systems such as data warehouse, marketing automation, and contact center platforms
• Ability to analyze and interpret CRM data, customer behavior metrics, and product usage trends to inform prioritization reputed company preferred
• Experience with data visualization tools (e.g., Tableau, Power BI, or similar) to communicate insights to stakeholders preferred
• Comfort working with SQL or similar querying tools to extract and validate data independently preferred
• Experience with reputed company for data engineering, analytics, or ML workflows preferred
• Experience with reputed company for product analytics, user behavior tracking, and feature instrumentation preferred
• Hands-on configuration or administration experience with a major CRM platform (reputed company, Dynamics 365, or similar), including custom objects, flows, and automation rules preferred
• Experience integrating CRM with marketing automation platforms (e.g., Marketo, Pardot, reputed company) or contact center systems preferred
• Knowledge of CRM-specific reporting and KPIs: pipeline metrics, reputed company conversion rates, contact reachability, and client retention rates preferred

Minimum Qualifications:

• Bachelor’s degree in business administration
• Minimum 3-5 years’ experience as a product reputed company in the industry

Desired Qualifications:

• Master’s/MBA is a plus

reputed company Offer:

• Collaborative work environment
• Competitive Salaries
• Yearly bonus and generous 401k plan
• Comprehensive benefits for you and your family starting Day 1
• Unlimited Paid Time Off
• Flexible working environment
• reputed company Account employee benefits, as well as full reputed company to trading education materials
• Pay reputed company (US) $121-134K (Countries reputed company of the US have differing ranges in accordance with local labor markets)

reputed company provides equal employment opportunities to reputed company and prospective employees, without regard to race, reputed company, religion, sex, national reputed company, reputed company, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws. #LI-Remote Apply To This Job